I’m launching a new video series on agentic wallets.
I’ve been building in Ethereum since 2017, from the early DEX wave at AirSwap to building MetaMask Swaps inside the wallet.
I think we’re at the start of another major shift: agents becoming the interface between people and blockchains.
I’ll be posting here and on YouTube as I follow that shift in real time.
@Lil_Stinkyy I am! I grew up in the deep country impoverished, food insecure, with an extended family of addicts who died young. And am now solidly upper middle class. I didn’t even go to a good school I’m just really tenacious and taught myself everything.
1 week of religiously tracking my macros has changed my body composition as much as months of working out. Would highly recommend @calai_app.
I had a lot of wrong assumptions about the composition of foods. 1g of protein/lb of body weight is a LOT. I eat a lot of meat but still was only at like 60% of that. Also any source of liquid calories can easily become half your intake (cow or plant milks, oils, etc).
When I started tracking everything I put in my body and making adjustments I cut my fat intake in half and doubled my protein while keeping my workouts the same and saw instant results. And I still eat delicious food whenever I’m hungry til I’m satiated.
@llamaonthebrink there is a whole industry of participants who have worked consistently over the past half decade to form a trusted pipeline of searchers, block builders, relayers and validators that efficiently extract victimless MEV while protecting users and order flow from adversarial actors
I think the belief that software development can be commoditized misses something vital: the importance of artistry.
I can’t think of a single app that’s successful that was vibe coded by someone who had no prior experience building apps. When coding was hard you still had to iterate on your app until it was intuitive, beautiful, and engaging.
There is actually an opportunity for a software golden age now but only if we approach development with the correct beliefs:
Making *great* software with vibe coding is still HARD. But it’s also much easier than it was before, which is awesome, because it means the cutoff for economic viability has shifted. My hope is that this less harsh environment results in a renaissance of new digital experiences. Niche products that didn’t make sense at scale, that would never be funded by VCs, can come into existence now as passion projects and have real communities built around them.
It will probably be very similar to what short form video has done for content creation vs the traditional studio/hollywood model that came before it.
This industry has been selling potential for a decade with only a few companies finding PMF at scale (@tether@coinbase@Consensys@circle@Polymarket ). New ventures HAVE to solve pain points for real customers from day 1, everyone is burnt out on narrative speculation.
Hot take: There isn’t lack of VC money in crypto. In fact I’d argue there’s still oversupply of capital.
What’s lacking is courage. Courage to build something that defines a new unproven category.
Right now I’m mostly seeing copycats chasing what’s already working. But no one cares about the 69th prediction market, 69th yield vault, 69th stablecoin neobank, etc.
Polymarket, Morpho, Redotpay, etc. won because they were early to new categories before they became obvious.
I don’t think AI will ever be a bubble to me because it’s always been about productivity gains for me and not asset prices… like if NVIDIA crashes I’m still going to be coding 10x more efficiently than I was pre-AI so how could it be a bubble to me?
@shiri_shh I have been an engineer for a long time. I love Claude, and it makes me 10x faster, but I still have to watch it as it codes, and stop it when it’s jerry rigging a solution to an edge case it got stuck on. Is everybody lying about how hands off they’re being?
“Instagram/iphones allows anyone to be a photographer and thus demand for photographers will plummet”. Real demand comes when society preoccupies itself with your thing. The more society is centered around software the more valuable coding is.
Engineering job openings are at the highest levels we’ve seen in over 3 years
There are over 67,000 (!!!) eng openings at tech companies globally right now, with 26,000 just in the U.S. We don’t know if there would have been more open roles if not for AI or if AI is actually leading to more open roles, but since the start of this year, the increase in open eng roles is accelerating even more.